Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 05/24/2021
ADV Location HONG KONG, China
Contact Info +85 xxxxxxx
AUM* 8,382,000 -70%
of that, discretionary 8,382,000 -65%
Number of Employees 6 -25%
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 2,794,000 -60%
SMA’s No
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

615M 527M 439M 351M 264M 176M 88M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary